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Financial Planning: Paul Brahim Featured in “FPA President Talks Exit Planning, Priorities and AI”

Paul J. Brahim

- CFP®, CEPA®

4 minutes

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Paul Brahim, CFA, CEPA, Managing Director, Financial Advisor, and Head of Strategic Referral Programs at Wealth Enhancement was featured by Financial Planning in an article titled, “FPA President Talks Exit Planning, Priorities and AI.” 

"When the business owner is personally and financially ready, and their business is ready, attractive and valuable, those come together right to create a no-regrets exit," he said. "It's important that we think about that right from the day you open your door as a business owner." 

Access the full article authored by Rob Burgess here.

Head shot of Paul Brahim

Managing Director, Financial Advisor | Strategic Referral Programs

Pittsburgh, PA

Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.